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3 months ago
Blue Octopus
Salary: Competitive Salary
Location: Leeds
Job type: Permanent
Contact: Blue Octopus
Category: Customer Service Jobs

We are looking for an engaged and enthusiastic part- or newly-qualified investment professional to join our Customer Relationship team, which supports the services provided to Border to Coast’s Partner Funds, who are both our shareholders and our customers.  This is a fantastic opportunity to join a growing organisation which will be one of the largest asset owner pools in the UK over the coming years, looking to make a difference to investment outcomes for its Partner Funds.


In the role you will analyse Partner Fund requirements, work closely with the Border to Coast Investment Team to prepare reports and presentations for Partner Funds, and represent customers’ needs within Border to Coast to enable us to continue to build an organisation with Customers at its heart.


Supporting the development of long-term trusted customer relationships and ensuring that the service provided to Partner Funds is in line with agreed standards, you will ensure that Partner Funds requests are handled in a timely and efficient manner.


Qualified to Degree level and, ideally, part-qualified or newly qualified in FIA, CFA or IMC (or equivalent), you will have proven experience in either investment consultancy or a relationship role in investment management or associated financial services, along with working knowledge of the UK institutional investment market including pensions, multi managers and asset management.  You will also have good investment management and product knowledge, analytical skills and technical competence.


Border to Coast Pensions Partnership is a collaboration of 12 Local Government Pension Funds with a total asset value of £46 billion. Border to Coast is an FCA regulated investment company managing assets through both internal and external management with a number of investment vehicles, including an Authorised Contractual Scheme.  Border to Coast started managing investment assets on behalf of its Partner Funds from mid-2018.


We welcome applications from people of all backgrounds. We have an open and supportive culture with a commitment to learning and valuing everyone’s skills and contribution.


This is a Blue Octopus Recruitment Ltd vacancy who are operating as an employment agency. Once you have clicked to apply for this vacancy, we will then send you more information on the role including a copy of the application form via email.


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